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Name Holding Trade Value Shares
Change 		Change in
Stake
EWP
4326
E-Wealth Partners
Minnesota
$421K +$110K +172 +30%
SWM
4327
Sagace Wealth Management
Florida
$421K -$76.9K -120 -14%
WCMN
4328
Westchester Capital Management (Nebraska)
Nebraska
$421K +$449K +700 +2,000%
TAM
4329
TCP Asset Management
Ohio
$420K +$59K +92 +14%
CF
4330
Claris Financial
Virginia
$420K -$102K -159 -18%
SWM
4331
Schwallier Wealth Management
Michigan
$419K -$1.28K -2 -0.3%
PP
4332
Pearl Planning
Michigan
$419K -$60.2K -94 -11%
FF
4333
Foronjy Financial
California
$419K +$641 +1 +0.1%
PWS
4334
Peloton Wealth Strategists
Indiana
$418K +$234K +365 +100%
AWP
4335
Axis Wealth Partners
Rhode Island
$417K +$1.28K +2 +0.3%
GPW
4336
Gray Private Wealth
Massachusetts
$415K -$63.4K -99 -12%
ACM
4337
Anfield Capital Management
California
$415K +$167K +261 +56%
RW
4338
REDW Wealth
New Mexico
$415K -$38.5K -60 -8%
WWM
4339
WJ Wealth Management
Arizona
$414K -$6.41K -10 -1%
PRRFG
4340
Paul R. Ried Financial Group
Washington
$414K +$15.4K +24 +3%
T
4341
Tableaux
Massachusetts
$414K +$76.9K +120 +20%
LHEI
4342
Leo H. Evart Inc
California
$413K +$463K +722 New
LFGO
4343
Legacy Financial Group (Oklahoma)
Oklahoma
$413K -$12.2K -19 -3%
BFG
4344
Beto Financial Group
Idaho
$413K -$21.8K -34 -5%
EP
4345
Ehrenkranz Partners
New York
$413K – – –
TSS
4346
Taylor Securities Services
Pennsylvania
$412K +$2.56K +4 +0.6%
FNBTCON
4347
First National Bank & Trust Co of Newtown
Pennsylvania
$412K +$14.7K +23 +3%
CFO
4348
Collective Family Office
Pennsylvania
$411K +$36.5K +57 +9%
SHF
4349
Stage Harbor Financial
Massachusetts
$410K +$26.3K +41 +6%
MA
4350
MKT Advisors
California
$410K -$8.97K -14 -2%
172 173
174
175 176